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OIRDX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$28.52
Change
-$0.89 (-3.03%)
Net Assets
3.42B

OIRDX Invesco Rising Dividends R6 Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), Walmart (NASDAQ:WMT), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Procter & Gamble Company (NYSE:PG), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks total return. The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.

Market Cap

The average market capitalization across the Invesco Rising Dividends R6 MF is 1.69T. The market cap for tickers in the group ranges from 257.42B to 4.38T. NVDA holds the highest valuation in this group at 4.38T. The lowest valued company is UNH at 257.42B.

Volume

The average weekly volume growth across all stocks in the Invesco Rising Dividends R6 MF was 20%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60
P/E Growth Rating: 67
Price Growth Rating: 51
SMR Rating: 29
Profit Risk Rating: 30
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
AIM Equity Funds (Invesco Equity Funds)11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com/us
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OIRDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OIRDX has been closely correlated with VSTSX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if OIRDX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OIRDX
1D Price
Change %
OIRDX100%
+0.56%
VSTSX - OIRDX
91%
Closely correlated
+0.56%
FXAIX - OIRDX
84%
Closely correlated
N/A
VFINX - OIRDX
80%
Closely correlated
+0.54%
VFIAX - OIRDX
80%
Closely correlated
+0.54%
VSMPX - OIRDX
79%
Closely correlated
+0.56%
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